Coursera, Inc. (COUR) Discusses Business Outlook and Product Strategy in Education Technology Transcript
Coursera, Inc. ( COUR ) Discusses Business Outlook and Product Strategy in Education Technology November 25, 2025 1:00 PM EST Company Participants Gregory Hart - CEO, President & Director Conference Call Participants Ryan MacDonald - Needham & Company, LLC, Research Division Presentation Ryan MacDonald Needham & Company, LLC, Research Division Good afternoon, everyone. My name is Ryan MacDonald.
Coursera: Thesis On Track, Buying On Dip
Coursera shares fell 20% after a mixed Q3, despite raised full-year revenue guidance and stable adjusted EBITDA margin. Q3 concerns include flat enterprise retention rates and decelerating quarterly revenue growth in Q4, but 2026 consensus revenue and EPS estimates remain intact. COUR now trades near the low end of its historical valuation, offering an attractive entry point given its AI-driven growth potential.
Are Business Services Stocks Lagging Coursera (COUR) This Year?
Here is how Coursera (COUR) and Futu Holdings Limited Sponsored ADR (FUTU) have performed compared to their sector so far this year.
Coursera: A Timely Dip To Buy
Coursera shares dropped over 10%, despite strong Q3 results and raised full-year revenue guidance, highlighting investor skepticism. COUR's value is compelling at current prices, trading at just 11.8x EV/FY25 adjusted EBITDA, with a robust cash position. Q3 growth was driven by Coursera Plus subscriptions and new AI content, including a notable ChatGPT integration.
Coursera, Inc. (COUR) Q3 2025 Earnings Call Transcript
Coursera, Inc. (NYSE:COUR ) Q3 2025 Earnings Call October 23, 2025 5:00 PM EDT Company Participants Cam Carey - Head of Investor Relations Gregory Hart - CEO, President & Director Kenneth Hahn - Senior VP, CFO & Treasurer Conference Call Participants Josh Baer - Morgan Stanley, Research Division Bryan Smilek - JPMorgan Chase & Co, Research Division Stephen Sheldon - William Blair & Company L.L.C., Research Division Ryan MacDonald - Needham & Company, LLC, Research Division Rishi Jaluria - RBC Capital Markets, Research Division Claire Gerdes - UBS Investment Bank, Research Division Nafeesa Gupta - BofA Securities, Research Division Ryan Griffin - BMO Capital Markets Equity Research Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to Coursera's Third Quarter 2025 Earnings Call.
Compared to Estimates, Coursera (COUR) Q3 Earnings: A Look at Key Metrics
The headline numbers for Coursera (COUR) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Coursera (COUR) Q3 Earnings and Revenues Top Estimates
Coursera (COUR) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.1 per share a year ago.
Coursera: Revenue Reacceleration Underway With More To Come
Coursera is well-positioned for further stock appreciation, driven by a reacceleration of revenue growth, strong consumer demand, and an attractive valuation. COUR benefits from branded, credentialed content, international expansion, and a strategic shift away from the low-margin OPM business to focus on scalable growth segments. Enterprise segment retention rates are rebounding, and generative AI will help expand content offerings and competitiveness, supporting a trajectory toward double-digit revenue growth.
Coursera, Inc. (COUR) Coursera Product Strategy: A Conversation With CEO Greg Hart And CPO Patrick Supanc Call (Transcript)
Coursera, Inc. (NYSE:COUR ) Coursera Product Strategy: A Conversation with CEO Greg Hart and CPO Patrick Supanc Call Company Participants Gregory Hart - CEO, President & Director Patrick Supanc - Chief Product Officer Conference Call Participants Bryan Smilek - JPMorgan Chase & Co, Research Division Presentation Bryan Smilek Analyst Awesome. Good morning, and welcome, everybody.
Coursera, Inc. (COUR) Hits Fresh High: Is There Still Room to Run?
Coursera (COUR) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Coursera Q2: A Great Buy As Growth Accelerates
I'm rotating into undervalued small caps like Coursera, expecting them to outperform as large caps flatten or decline through 2025. Coursera's strong Q2 beat, accelerating growth, and improved free cash flow reinforce my bullish stance and justify a continued buy rating. The company's scalable platform, rapid AI course adoption, and expanding enterprise business offer significant long-term growth potential.
Coursera Stock Soars 28%. The Online Learning Platform Jumps After Earnings Beat.
Shares of Coursera surge after a strong second-quarter earnings report.
